monday.com Ltd.
MNDY- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001845338
In the last 90 days, monday.com Ltd. insiders filed 0 open-market purchases and 3 sales; 274 institutions reported holding it in 13F filings for Q2 2026, worth $2.33B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q1 2026
Institutional positions in monday.com Ltd. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 306
- −94 vs. Q4 2025
- Shares held
- 36.8M
- −2.20M (−5.6%) vs. Q4 2025
- Total value
- $2.55B
- −$3.20B (−55.7%) vs. Q4 2025
- New holders
- 54
- 123 more added
- Sold out
- 148
- 91 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MNDY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 274 | $2.33B |
| Q1 2026 | 306 | $2.55B |
| Q4 2025 | 405 | $5.86B |
| Q3 2025 | 429 | $7.78B |
| Q2 2025 | 469 | $13.2B |
| Q1 2025 | 433 | $9.89B |
| Q4 2024 | 439 | $9.38B |
| Q3 2024 | 403 | $10.9B |
| Q2 2024 | 397 | $9.41B |
| Q1 2024 | 398 | $8.51B |
| Q4 2023 | 339 | $6.67B |
| Q3 2023 | 292 | $5.50B |
| Q2 2023 | 278 | $6.21B |
| Q1 2023 | 211 | $5.00B |
| Q4 2022 | 173 | $4.28B |
| Q3 2022 | 175 | $3.30B |
| Q2 2022 | 140 | $2.94B |
| Q1 2022 | 148 | $4.40B |
| Q4 2021 | 133 | $8.59B |
| Q3 2021 | 102 | $8.58B |
| Q2 2021 | 73 | $5.52B |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding monday.com Ltd.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | −13,923−100.0% | Reduced |
| Sound Income Strategies, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $69 | 0.00% | +1 | New |
| Arlington Trust Co LLC | 1 | $69 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 1 | $70 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 2 | $136 | 0.00% | −121−98.4% | Reduced |
| Assetmark, Inc | 2 | $138 | 0.00% | −7,322−100.0% | Reduced |
| Whipplewood Advisors, LLC | 2 | $138 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $139 | 0.00% | −200−99.0% | Reduced |
| First Horizon Corp | 3 | $207 | 0.00% | −35−92.1% | Reduced |
| Rothschild Investment LLC | 3 | $207 | 0.00% | +1+50.0% | Added |
| TD Private Client Wealth LLC | 3 | $207 | 0.00% | +3 | New |
| Curio Wealth, LLC | 4 | $276 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $277 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $346 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $416 | 0.00% | −519−98.5% | Reduced |
| CoreCap Advisors, LLC | 7 | $484 | 0.00% | −381−98.2% | Reduced |
| Private Trust Co NA | 7 | $484 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 7 | $484 | 0.00% | +4+133.3% | Added |
| Golden State Equity Partners | 8 | $552 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 8 | $553 | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 9 | $622 | 0.00% | +4+80.0% | Added |
| Innovative Asset Advisors Group, LLC | 9 | $622 | 0.00% | +9 | New |
| Caitlin John, LLC | 10 | $691 | 0.00% | +5+100.0% | Added |
| Grove Bank & Trust | 11 | $760 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $760 | 0.00% | +8+266.7% | Added |
| WealthCollab, LLC | 11 | $761 | 0.00% | −23−67.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 12 | $829 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 12 | $829 | 0.00% | +8+200.0% | Added |
| TSFG, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $1.31K | 0.00% | −4−17.4% | Reduced |
| Wolff Wiese Magana LLC | 19 | $1.31K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $1.38K | 0.00% | +4+25.0% | Added |
| Advisory Services Network, LLC | 22 | $1.52K | 0.00% | +22 | New |
| Root Financial Partners, LLC | 26 | $1.80K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 28 | $2.00K | 0.00% | +20+250.0% | Added |
| Umb Bank N A | 40 | $2.76K | 0.00% | +40 | New |
| City State Bank | 45 | $3.11K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 63 | $4.35K | 0.00% | +63 | New |
| Valley National Advisers Inc | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 75 | $5.18K | 0.00% | +54+257.1% | Added |
| SJS Investment Consulting Inc. | 77 | $5.32K | 0.00% | +74+2,466.7% | Added |
| Sfam, LLC | 79 | $5.46K | 0.01% | +79 | New |
| Harbour Investments, Inc. | 81 | $5.60K | 0.00% | −752−90.3% | Reduced |
| Salomon & Ludwin, LLC | 97 | $6.63K | 0.00% | +54+125.6% | Added |
| Founders Capital Management | 100 | $6.91K | 0.00% | +100 | New |
| Fifth Third Bancorp | 108 | $7.46K | 0.00% | +75+227.3% | Added |
| True Wealth Design, LLC | 120 | $8.29K | 0.00% | +114+1,900.0% | Added |
| Owl Creek Wealth Partners LLC | 131 | $9.05K | 0.00% | +131 | New |
| Ronald Blue Trust, Inc. | 184 | $12.7K | 0.00% | −7−3.7% | Reduced |
| Altshuler Shaham Ltd | 200 | $13.8K | 0.00% | +184+1,150.0% | Added |
| Allworth Financial LP | 225 | $15.5K | 0.00% | +93+70.5% | Added |
| Versant Capital Management, Inc | 238 | $16.4K | 0.00% | −71−23.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 240 | $16.6K | 0.00% | +56+30.4% | Added |
| Vanguard Global Advisers, LLC | 254 | $17.6K | 0.00% | +254 | New |
| Cromwell Holdings LLC | 297 | $20.5K | 0.01% | +282+1,880.0% | Added |
| Newbridge Financial Services Group, Inc. | 318 | $22.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 322 | $22.3K | 0.00% | +252+360.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 327 | $22.6K | 0.00% | +24+7.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 349 | $24.1K | 0.00% | +22+6.7% | Added |
| Silicon Valley Capital Partners | 352 | $24.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 418 | $28.9K | 0.00% | −45−9.7% | Reduced |
| EverSource Wealth Advisors, LLC | 425 | $29.4K | 0.00% | +354+498.6% | Added |
| Pacer Advisors, Inc. | 440 | $30.0K | 0.00% | +74+20.2% | Added |
| CWM, LLC | 443 | $30.6K | 0.00% | +76+20.7% | Added |
| HM Payson & Co | 455 | $31.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 501 | $34.6K | 0.00% | +501 | New |
| New York State Common Retirement Fund | 547 | $37.8K | 0.00% | −54,654−99.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 593 | $41.0K | 0.00% | +381+179.7% | Added |
| Atlantic Union Bankshares Corp | 670 | $46.3K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 680 | $47.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 711 | $49.1K | 0.00% | +166+30.5% | Added |
| Advisor Group Holdings, Inc. | 713 | $49.3K | 0.00% | −76−9.6% | Reduced |
| Rockefeller Capital Management L.P. | 734 | $50.7K | 0.00% | +447+155.7% | Added |
| Larson Financial Group LLC | 824 | $56.9K | 0.00% | +739+869.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 882 | $61.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 925 | $63.9K | 0.03% | +751+431.6% | Added |
| Farther Finance Advisors, LLC | 949 | $64.6K | 0.00% | +214+29.1% | Added |
| Eurizon Capital SGR S.p.A. | 970 | $67.0K | 0.00% | +970 | New |
| Signaturefd, LLC | 1,124 | $77.7K | 0.00% | +624+124.8% | Added |
| Storebrand Asset Management AS | 1,160 | $80.2K | 0.00% | −4,242−78.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,243 | $85.9K | 0.00% | −606−32.8% | Reduced |
| IFP Advisors, Inc | 1,281 | $88.5K | 0.00% | +41+3.3% | Added |
| Plato Investment Management Ltd | 1,301 | $90.0K | 0.01% | −3,841−74.7% | Reduced |
| Federated Hermes, Inc. | 1,500 | $103.7K | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 1,652 | $114.2K | 0.00% | −140−7.8% | Reduced |
| SBI Securities Co., Ltd. | 1,875 | $129.6K | 0.00% | +1,312+233.0% | Added |
| The PNC Financial Services Group, Inc. | 1,902 | $131.4K | 0.00% | −3,198−62.7% | Reduced |
| KBC Group NV | 1,942 | $134.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,000 | $138.2K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,200 | $152.0K | 0.00% | −34,589−94.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,842 | $196.4K | 0.00% | −453−13.7% | Reduced |
| National Pension Service | 2,856 | $197.4K | 0.00% | +2,856 | New |
| JustInvest LLC | 2,928 | $202.4K | 0.00% | +271+10.2% | Added |
| Mackenzie Financial Corp | 2,971 | $205.3K | 0.00% | +148+5.2% | Added |
| Clear Street Group Inc. | 3,000 | $207.3K | 0.00% | +3,000 | New |
| Investment Management Corp of Ontario | 3,021 | $208.8K | 0.00% | +100+3.4% | Added |
| Pier 88 Investment Partners LLC | 3,100 | $214.2K | 0.05% | −2,160−41.1% | Reduced |
| Fulton Bank, N.A. | 3,177 | $219.6K | 0.01% | −179−5.3% | Reduced |